LIONSTONE INVESTMENTS

712 Main Street
Suite 2500
Houston, Texas 77002
Tel: 713-533-5860

About LIONSTONE INVESTMENTS

LIONSTONE INVESTMENTS, formally registered with the SEC as LIONSTONE INVESTMENTS. The firm was established in 01/10/2012. They have over 3 offices throughout the country.

LIONSTONE INVESTMENTS is a Houston, Texas based Financial Planning firm with nearly $4,382,434,102 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160214
SEC#	801-73009
Assets Managed by Firm	$4,382,434,102
No. of Clients	23
No. of Advisors	67

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION / DISPOSITION / LEASING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$4,382,434,102
Pension and profit sharing plans	1	$123,457,135

More Retirement Planning firms in Houston, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Houston, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.